Advocate Technologies provides an insurance intelligence platform for commercial real estate lenders and brokers that automates insurance reviews, gap detection, borrower compliance validation, and pricing benchmarks using software paired with expert services. It aggregates insurance data into a centralized, terminal-like dashboard to help lenders spot at-risk renewals, build data-driven proposals, and manage portfolio-wide compliance across Freddie Mac, Fannie Mae, HUD, and SBA. Unlike firms that offer only software or only services, Advocate combines automation with a dedicated expert team for end-to-end reviews and continuous monitoring of CRE loan programs. Its goal is to streamline insurance management for CRE lenders, reduce manual work, and enable data-driven decision making and pricing across an entire portfolio.
Company Size
51-200
Company Stage
Seed
Total Funding
$24.6M
Headquarters
New York City, New York
Founded
2020
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